November/December 2014 – Qualifying a Trust as the Designated Beneficiary of a Stretch IRA

This is a free copy of the November/December 2014 issue of The Kitces Report on "Qualifying a Trust as the Designated Beneficiary of a Stretch IRA".

For further reading on this topic, see "Qualifying A 'See-Through' Trust As An IRA Designated Beneficiary – Conduit Or Accumulation?"

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